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Approvals & Workflow

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Thank You for your order page

This page could be so simple, happy and beautiful. This page and the auto email confirmations page can be clones. - Nice large thumbs ( if your thumbnails are large enough, people might not need to click on them.)- Shipping delivery date and addre...
Patrick Pernice about 2 months ago in Pressero / Approvals & Workflow 0 New Idea

Multiple employee business cards in the uploading page.

A longer scrolling uploading page with multiple cards could look like this. Attachments: Screen Shot 2024-02-20 at 2.43.37 PM.png (101.017578125 KB)
Patrick Pernice about 2 months ago in Pressero / Approvals & Workflow 0 New Idea

Make an upload state / page

This is what the upload page could look like. Everything wide and stackable.upload front and back in the same area and be able to view proofs in popup windows if necessary. Or keep thumbnails large enough to see most detail and be able to edit qua...
Patrick Pernice about 2 months ago in Pressero / Approvals & Workflow 0 New Idea

Add Proofs to the Order History page VIEW

The E-Doc builder shows these proofs in the order history section after you click VIEW. It would be nice if the NON E-Doc version we had did the same.
Patrick Pernice about 2 months ago in Pressero / Approvals & Workflow 2 New Idea

File preview as JPG instead of or in parallel to PDF download

quick visual of submitted file (first page) in job approval faster than downloading preview PDF which is mostly useless as can't do prepress or anything -- Speed, file recognition, filtering for non-approved - non acceptable files in job approal /...
DJ Montalto over 1 year ago in Pressero / Approvals & Workflow 0 New Idea

Remove boss assignment from other Site User's accounts when Boss Site User is Deactivated

In a scenario where a Site User is setup as a "Boss" for another user it is possible that in the future this "Boss" Site User may be deactivated. Currently, when this happens if that Site User was designated to be a "Boss" for another user - that ...
Dave Voght almost 2 years ago in Pressero / Approvals & Workflow / Users & User Groups 0 New Idea

***Email Options to Order Change Status

Currently email notification option is either on or off for all the stages between "Order Received" and "Order Completed." This option needs to be customizable, there is no need for the customers to get multiple email notifications. When it is req...
Guest almost 2 years ago in Pressero / Approvals & Workflow 1 New Idea

Add search function to Pending Orders screen

The new pending orders screen lacks a search capability. I have customers who regularly use that function in Order History when approving jobs. They do not use the link from the individual email, but perform a search to find the job that they need...
Jim Riddles over 2 years ago in Pressero / Approvals & Workflow / Pending Orders 0 New Idea

Payment Method Specific Approval Plans

Allow creating approval plans that are based on the type of payment method chosen (i.e: only orders purchased with Open Terms/PO# require approval).
Katelyn Fletcher over 3 years ago in Pressero / Approvals & Workflow 0 New Idea

Approval Plan Rule based on Payment Methods

The main idea is to approve those payments that are made through a MISC such as 30, 45, 60, or 90 days payments of those made by Credit Card or PayPal accounts. All payments received on a site that goes through a MISC Payment Method will need app...
Antonio Rosania about 4 years ago in Pressero / Approvals & Workflow / Payments & Taxes / Users & User Groups 1 New Idea